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IFP Advisors, Inc: WMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IFP Advisors, Inc on WMB, newest first. How the timeline and the estimate are built.

IFP Advisors, Inc held 9,851 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,851 shares
    Change vs previous 13F -268 shares

    0.01% of the 13F portfolio, value $732,323.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,119 shares
    Change vs previous 13F +152 shares

    0.02% of the 13F portfolio, value $736,461.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,967 shares
    Change vs previous 13F +118 shares

    0.01% of the 13F portfolio, value $599,116.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 9,849 shares
    Change vs previous 13F -13,511 shares

    0.02% of the 13F portfolio, value $623,934.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,360 shares
    Change vs previous 13F -6,065 shares

    0.04% of the 13F portfolio, value $1,481,220.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 29,425 shares
    Change vs previous 13F +22,244 shares

    0.05% of the 13F portfolio, value $1,758,652.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,181 shares
    Change vs previous 13F +1,885 shares

    0.01% of the 13F portfolio, value $388,713.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,296 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $241,763.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).